See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,770 | $138,065-61.1% | $123,544-56.5% | $135,375-60.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 1.17% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $3,698 | $5,151-28.2% | $4,628-20.1% | $4,779-22.6% |
| Participant deferral / active EE | $9,336 | $6,799+37.3% | $6,426+45.3% | $5,609+66.4% |
| Admin fee / account holder | $24,824 | $10,916+127.4% | $9,284+167.4% | $10,827+129.3% |